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Biotech / Medical : Biotech Valuation

CRSP 55.15

+2.5%

Jan 5 3:59 PM EST

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To: Biotech Jim who wrote (10857)	3/5/2004 9:13:32 AM
From: Biomaven	of 52153

I thought nobody would recognize! <g> Well I was kind of hoping that your portfolio would get lost in the transition when the portfolios were moved to the thread header, but no such luck. <g> It's a little disheartening to be up over 50% in about three months and to be 10 points back of the apparent leader. (I say "apparent" because there are the stealth candidates like rkrw that may actually be in the lead for all I know). But all in all it's been a great run so far. Plenty of those portfolios are up over 40%, against a NASDAQ that is virtually flat since the beginning of the year. Be interesting to figure out what the mean and median gains are. Peter

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